2023-11-15T10:00:41-06:00 2022-12-31 135565207 KPMG LLP 60 E RIO SALADO PARKWAY STE 800 TEMPE AZ 85281 990 2022-01-01 756035893 THE CRYSTAL CHARITY BALL CRYS 2145265868 3838 OAK LAWN AVE L150 DALLAS TX 75219 MARY ANN VACILEK CONTROLLER 2145265868 2023-11-14 1 MARY ANN VACILEK 999009999 0 CASSANDRA WYATT P01943677 4804593500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY ANN VACILEK 3838 OAK LAWN AVE L150 DALLAS TX 75219 10872140 0 X WWW.CRYSTALCHARITYBALL.ORG X 1952 TX SEE SCHEDULE O.TO SUPPORT CHARITABLE, RELIGIOUS, OR EDUCATIONAL ORGANIZATIONS IN DALLAS COUNTY, TEXAS WHICH ARE PRIMARILY CONCERNED WITH OR FOR THE CARE, DEVELOPMENT OR WELFARE FOR CHILDREN. 6 6 3 100 0 0 9476023 8415448 0 0 433810 592424 -1071995 -680458 8837838 8327414 3316885 7185055 0 0 341034 374518 0 0 968988 985279 1275687 4643198 8835260 4194640 -507846 41414628 36785651 3474385 5359558 37940243 31426093 X SEE SCHEDULE O - FORM 990, PART III, LINE 1TO AID, SUPPORT, AND MAKE CONTRIBUTIONS AND DONATIONS TO CHARITABLE, RELIGIOUS, OR EDUCATIONAL AGENCIES AND ORGANIZATIONS LOCATED IN DALLAS COUNTY, TEXAS WHICH ARE PRIMARILY CONCERNED WITH OR FOR THE CARE, DEVELOPMENT OR WELFARE OF CHILDREN. 0 0 7661086 7185055 SEE SCHEDULE O - FORM 990, PART III, LINE 4ATHE PRIMARY PURPOSE OF THE CRYSTAL CHARITY BALL (CCB) IS TO AID, SUPPORT AND MAKE CONTRIBUTIONS AND DONATIONS TO CHARITABLE, RELIGIOUS, EDUCATIONAL, MEDICAL INSTITUTIONS, AND SOCIAL AGENCIES WHICH ARE PRIMARILY CONCERNED WITH OR FOR THE CARE, DEVELOPMENT OR WELFARE OF CHILDREN. EACH YEAR, THE CRYSTAL CHARITY BALL SELECTS NON-PROFIT ORGANIZATIONS LOCATED IN DALLAS COUNTY, TEXAS AS BENEFICIARIES OF ITS FINANCIAL SUPPORT. THESE BENEFICIARIES ARE SELECTED BY THE MEMBERS OF THE CRYSTAL CHARITY BALL, WHO SERVE AS VOLUNTEERS OF THE ORGANIZATION. THE CRYSTAL CHARITY BALL HOSTS AN ANNUAL BALL AND FASHION SHOW AND SOLICITS CONTRIBUTIONS FROM CORPORATIONS, FOUNDATIONS, AND INDIVIDUALS IN ORDER TO MEET ITS PLEDGE OF FINANCIAL SUPPORT TO THE BENEFICIARIES. THE ORGANIZATIONS THAT RECEIVED GRANTS DURING 2022 ARE LISTED ON SCHEDULE I ALONG WITH THE GRANT AMOUNTS AND PURPOSES. TOTAL PROGRAM SERVICE EXPENSE FOR 2022 EQUALED $7,447,236 WHICH DOES NOT INCLUDE $1,041,957 OF DONATED SERVICES AND FACILITIES THE CRYSTAL CHARITY BALL RECEIVED TO HOST ITS ANNUAL EVENTS. DONATIONS MADE DIRECTLY TO BENEFICIARIES BY OTHER THIRD PARTIES ON BEHALF OF CCB TOTALED $2,121,636 FOR THE YEAR ENDED DECEMBER 31, 2022. THE DIRECT DONATIONS WERE NOT REFLECTED ON THIS RETURN BECAUSE CCB WAS NOT AN ACTING AGENT OF THE BENEFICIARY ORGANIZATIONS AND THE FUNDS WERE NEVER IN THE CONTROL OF CCB. HOWEVER, THE DIRECT DONATIONS WERE MADE TO THE BENEFICIARIES AS A RESULT OF CCB'S ACTIVITIES AND THE DONORS WERE OFFERED CERTAIN BENEFITS FROM CCB FOR THEIR DONATIONS. 7661086 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 6 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X MARY ANN VACILEK 2145265868 3838 OAK LAWN AVENUE SUITE L150 DALLAS TX 75219 X X SUSAN FARRIS CHAIRMAN 40.00 0.00 X X 0 0 0 ANGIE KADESKY CHAIRMAN-ELECT 5.00 0.00 X X 0 0 0 ANNE BESSER SECRETARY 0.50 0.00 X X 0 0 0 CHERYL JOYNER TREASURER 0.50 0.00 X X 0 0 0 TUCKER ENTHOVEN MEMBER-AT-LARGE 0.25 0.00 X 0 0 0 LESLIE DIERS PAST BALL CHAIRMAN 0.10 0.00 X 0 0 0 CYNTHIA E ETHEL OFFICE MANAGER 40.00 0.00 X 118738 0 0 BEVIN SHAW DESIGNER 35.00 0.00 X 102635 0 0 MARY ANN VACILEK CONTROLLER 40.00 0.00 X 104308 0 0 325681 0 0 3 0 0 0 TOM ADDIS PRODUCTIONS INC PO BOX 190425 DALLAS TX 75219 BALL DECOR 630787 1 8233147 182301 865829 8415448 591660 591660 764 0 764 764 764 1068833 8233147 2266462 -1197629 -1197629 786932 278264 508668 508668 MISCELLANEOUS INCOME 900099 8503 8503 8503 8327414 0 0 -88034 7185055 7185055 374518 86139 67413 220966 75000 17250 13500 44250 152489 35072 27448 89969 129137 29701 23245 76191 38166 8778 6870 22518 FOOD AND BEVERAGE 282338 282338 PUBLIC RELATIONS & OTHE 261221 221503 5990 33728 PRINTING 201068 46246 36192 118630 SECURITY AND STORAGE 136268 31342 24528 80398 8835260 7661086 205186 968988 8140592 9220419 46982 51974 160375 147007 550787 547923 4061 2864 33062618 27363387 41414628 36785651 626936 615967 2706885 4624055 103200 98190 37364 21346 3474385 5359558 X 24065965 21058979 13874278 10367114 37940243 31426093 41414628 36785651 -507846 -6006304 0 X 0 1 X 1 0 X 9590347 9659007 7239398 9476024 8415448 44380224 9590347 9659007 7239398 9476024 8415448 44380224 4076153 40304071 352986 448074 456358 433810 591660 2282888 40 11709 8973 8503 29225 46692337 0.86320 0.86380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2019 AMOUNT: $ 40. 2020 AMOUNT: $ 11,709. 2021 AMOUNT: $ 8,973. 2022 AMOUNT: $ 8,503. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33164118 1060000 -5497737 172140 28554241 27605419 510000 5183596 134897 33164118 22298283 2010000 4226748 800000 129612 27605419 15814156 2170000 4386000 71873 22298283 14127352 2665111 -598307 380000 15814156 0.62275 0.34725 0 0 200762 197898 2864 350025 350025 0 2864 LEASE INCENTIVE 21346 21346 X 5907792 -6006304 1041957 2544725 -2419622 8327414 0 8327414 12421942 1041957 2544725 3586682 8835260 0 8835260 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE FUNDS FOR THE CRYSTAL CHARITY BALL'S OPERATING EXPENSES. A PORTION OF THE INTEREST AND/OR DIVIDEND INCOME IS DISTRIBUTED TO THE CRYSTAL CHARITY BALL TO HELP COVER OPERATING EXPENSES. THE ENDOWMENT FUND BOARD DETERMINES THE TIMING OF DISTRIBUTIONS AND PERCENTAGE OF INCOME TO BE DISTRIBUTED. DURING THE 2022 TAX YEAR, $172,140 OF ENDOWMENT GAINS WERE TRANSFERRED FOR SPENDING. PART X, LINE 2: CRYSTAL CHARITY COMPLIES WITH THE REQUIREMENTS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IN ADDITION, ASC 740 PROVIDES GUIDANCE ON RECOGNITION, CLASSIFICATION, AND ACCOUNTING IN INTERIM PERIODS AND DISCLOSURE REQUIREMENTS FOR UNCERTAIN TAX PROVISIONS. CRYSTAL CHARITY DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND THEREFORE, HAS RECORDED NO LIABILITY OR BENEFIT FOR SUCH POSITION FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF SPECIAL EVENT EXPENSE 2,266,462. RECLASS OF GAMING EXPENSE 278,263. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF GAMING CONTRIBUTIONS PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF SPECIAL EVENT EXPENSE 2,266,462. RECLASS OF GAMING EXPENSE 278,263. BALL 8311380 7268147 1043233 595588 25670 510861 11686 84570 989278 FASHION SHOW 990600 965000 25600 48809 9301980 8233147 1068833 595588 25670 510861 11686 84570 1038087 2266462 -1197629 786932 270242 8022 1 0.90000 786932 270242 8022 278264 508668 TX 0 SEE PART IV. 0 1 0 1.00000 MARY ANN VACILEK 3838 OAK LAWN AVE SUITE L150 DALLAS TX 75219 0 0 SCHEDULE G, PART III, LINE 3 DURING 2022, THE CRYSTAL CHARITY BALL AWARDED VISA GIFT CARDS TOTALING $45,230 AS RAFFLE PRIZES. THIS AMOUNT IS REPORTED AS NON-CASH PRIZES ON FORM 990, SCHEDULE G, PART III, IN ACCORDANCE WITH TEXAS GAMING AUTHORITIES THAT CLASSIFIES GIFT CARDS AS NON-CASH EQUIVALENTS FOR TEXAS TAX PURPOSES. SCHEDULE G, PART III, LINE 9B THE CRYSTAL CHARITY BALL MANAGEMENT BELIEVES THAT THE ORGANIZATION DOES NOT CARRY ON GAMING ACTIVITIES AT A LEVEL THAT REQUIRES LICENSING IN THE STATE OF TEXAS. 1 BAYLOR SCOTT & WHITE DALLAS FOUNDATION 3600 GASTON AVENUE BARNETT TOWER SUITE 100 DALLAS TX 75246 751606705 501(C)(3) 93000 0 TINIEST TEXANS CAFE MOMENTUM 1510 PACIFIC AVENUE DALLAS TX 75201 320384561 501(C)(3) 50000 0 SUPPORTING CAFE MOMENTUMS INTERNSHIP PROGRAM DALLAS CASA 2757 SWISS AVENUE DALLAS TX 75204 751866204 501(C)(3) 39000 0 ADVOCACY FOR TEENS IN PROTECTIVE CARE DALLAS CHILDREN'S ADVOCACY CENTER 5351 SAMUELL BLVD DALLAS TX 75228 752303404 501(C)(3) 100000 0 DCAC CORE PROGRAMS DALLAS SYMPHONY ASSOCIATION INC 2301 FLORA STREET DALLAS TX 75201 750705442 501(C)(3) 75000 0 SOUTHERN DALLAS RESIDENCY YOUTH EDUCATION NETWORK OF COMMUNITY MINISTRIES 741 S SHERMAN STREET RICHARDSON TX 75081 752060900 501(C)(3) 92000 0 IMPACT ON CHILDREN'S FOOD INSECURITY:MOBLE PANTRY/EDUCATION PHOENIX HOUSE OF TEXAS INC 1910 PACIFIC AVENUE SUITE 10500 DALLAS TX 75201 133810073 501(C)(3) 37000 0 SUBSTANCE ABUSE AND MENTAL HEALTH TREATMENT SERVICES TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 2222 WELBORN STREET DALLAS TX 75219 750818178 501(C)(3) 50000 0 BOUNDLESS CENTENNIAL CAMPAIGN- DAY SURGERY RENOVATION THE AGAPE CLINIC 4104 JUNIUS STREET DALLAS TX 75246 141847977 501(C)(3) 124375 425625 EXPANDING COMPREHENSIVE PEDIATRIC CARE BAYLOR ORAL HEALTH FOUNDATION 3600 GASTON AVENUE SUITE 1151 DALLAS TX 75246 752464091 501(C)(3) 1489471 113125 SPECIAL NEEDS DENTISTRY CLINIC BEHIND EVERY DOOR 2824 SWISS AVENUE DALLAS TX 75204 271805416 501(C)(3) 249119 443125 CEDAR CREST COMMUNITY CENTER EDUCATIONAL FIRST STEPS 2815 GASTON AVENUE DALLAS TX 75226 752334053 501(C)(3) 119375 380625 TRANSFORMING EXISTING DAY CARES INTO ACCREDITED PRE SCHOOLS FAMILY COMPASS 4210 JUNIUS STREET DALLAS TX 75246 752400158 501(C)(3) 434040 465625 CONNECTING CHILDREN AND FATHERS HOPE SUPPLY CO 10480 SHADY TRAIL SUITE 104 DALLAS TX 75220 752284779 501(C)(3) 256903 513125 CRITICAL NEEDS FOR INFANTS AND TODDLERS SOUTHWESTERN MEDICAL FOUNDATION 3889 MAPLE AVENUE SUITE 100 DALLAS TX 75219 750945939 501(C)(3) 901875 58125 EXPANDING THE NEONATAL NEUROLOGY INTENSIVE CARE PROGRAM UNITED TO LEARN 3000 PEGASUS PARK DRIVE SUITE 940 DALLAS TX 75247 822121965 501(C)(3) 1048897 157125 DOUBLING LITERACY RATES ACROSS 21 DISD ELEMENTARY SCHOOLS CHILDREN'S MEDICAL CENTER FOUNDATION 2777 N STEMMONS FWY STE 1700 DALLAS TX 75207 752062015 501(C)(3) 2025000 0 MENTAL HEALTH COLLABORATION FOR CHILDREN 17 PART I, LINE 2: A MEMBER OF THE CRYSTAL CHARITY BALL IS PLACED ON THE BOARD OF EACH OF THE BENEFICIARIES FOR A PERIOD OF TWO YEARS TO ENSURE THE FUNDS ARE USED FOR THE PROJECT AND PURPOSE APPROVED BY THE CRYSTAL CHARITY BALL MEMBERSHIP. THE BENEFICIARIES ARE REQUIRED TO SEND FOLLOW UP REPORTS TO THE BALL CHAIRMAN TO REPORT ON THE USE OF THE FUNDS. X 1 100000 EST. FAIR VALUE X DONATED PRIZES 169 595588 EST. FAIR VALUE X MISCELLANEOUS 79 170242 EST. FAIR VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. SCHEDULE M, PART I, LINE 25 INCLUDES PRIZES DONATED FOR THE 2022 CRYSTAL CHARITY BALL SILENT AUCTION. EXAMPLES OF DONATIONS INCLUDE: TICKETS TO SPORTING EVENTS, JEWELRY, ELECTRONICS, GIFT CARDS, AND OTHER VARIOUS PRIZES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE CRYSTAL CHARITY BALL (CCB) HAVE THE FOLLOWING RIGHTS: TO VOTE ON WHICH CHARITIES WILL RECEIVE DONATIONS FROM CCB; TO APPROVE AMENDMENTS TO CCB'S ARTICLES OF INCORPORATION; TO APPROVE A MERGER OR CONSOLIDATION OF CCB WITH ANOTHER ORGANIZATION; TO APPROVE THE LEASE, SALE, OR EXCHANGE OF CCB'S PROPERTY AND ASSETS; AND TO APPROVE THE DISSOLUTION, LIQUIDATION, AND WIND-DOWN OF CCB'S AFFAIRS. FORM 990, PART VI, SECTION A, LINE 7A THE BALL CHAIRMAN SELECTS THE MEMBERS OF THE BOARD OF DIRECTORS EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B THE LEADERSHIP SELECTION COMMITTEE SHALL BE COMPOSED OF A CHAIRMAN, WHO SHALL BE A PAST BALL CHAIRMAN APPOINTED BY THE BALL CHAIRMAN-ELECT; THE BALL CHAIRMAN-ELECT; AND AT LEAST SIX (6) ACTIVE COMMITTEE CHAIRMEN OR ASSISTANT COMMITTEE CHAIRMEN FOR THE CURRENT YEAR, APPOINTED BY THE LEADERSHIP SELECTION COMMITTEE AND THE BALL CHAIRMAN-ELECT. THEY SHALL RECEIVE RECOMMENDATIONS FOR ACTIVE AND ASSOCIATE MEMBERS FOR THE POSITION OF BALL CHAIRMAN-ELECT AND SHALL SELECT A BALL CHAIRMAN-ELECT. THE SECRETARY AND THE TREASURER SHALL BE APPOINTED BY THE BALL CHAIRMAN WITH WHOM THEY WILL SERVE AND SHALL SERVE TERMS CONCURRENT WITH THE TERM OF THAT BALL CHAIRMAN. THE MEMBERSHIP COMMITTEE IS COMPOSED OF THE CHAIRMAN AND FOUR MEMBERS APPOINTED BY THE INCOMING BALL CHAIRMAN. THE COMMITTEE SHALL RECEIVE MEMBERSHIP PROPOSALS, VERIFY THE INFORMATION ON EACH PROPOSAL, AND MONITOR THE VOTING FOR NEW MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE CRYSTAL CHARITY BALL HIRES A LOCAL INDEPENDENT PUBLIC ACCOUNTING FIRM EXPERIENCED IN THE PREPARATION OF FORMS 990 TO PREPARE THE RETURN. THE CONTROLLER WORKS CLOSELY WITH THE PAID PREPARER IN GATHERING THE INFORMATION REQUIRED. THE RETURN IS THEN REVIEWED BY THE AUDIT COMMITTEE. AFTER UPDATING THE RETURN WITH AUDIT COMMITTEE MEMBERS' COMMENTS OR RECOMMENDATIONS, THE COMPLETE RETURN, ALONG WITH AUDITED FINANCIAL STATEMENTS, IS ELECTRONICALLY DELIVERED TO EACH BOARD MEMBER FOR REVIEW AND COMMENT. UPON CONSENSUS, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, COMMITTEE MEMBERS, OFFICERS, AND EMPLOYEES ARE REQUIRED TO COMPLY WITH THE CRYSTAL CHARITY BALL'S WRITTEN CONFLICT OF INTEREST POLICY. ALL CONFLICTS AND POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED TO THE BALL CHAIRMAN AT THE EARLIEST POSSIBLE TIME UPON RECOGNITION OF THE CIRCUMSTANCES WHICH GIVE RISE TO THE CONFLICT. IN ADDITION, CONFLICT OF INTEREST FORMS ARE REQUIRED TO BE COMPLETED ANNUALLY AND SUBMITTED TO THE BALL CHAIRMAN, OR THE BALL CHAIRMAN'S DESIGNEE, WITHIN 60 DAYS AFTER THE BEGINNING OF EACH CALENDAR YEAR. THE INFORMATION PROVIDED IS SUBSEQUENTLY REVIEWED BY THE INTERNAL MANAGEMENT OF CCB AND APPROPRIATE ACTION IS TAKEN AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 AS STATED IN ITS BY-LAWS, THE CRYSTAL CHARITY BALL DOES NOT COMPENSATE ITS OFFICERS OR BOARD MEMBERS. THEREFORE, NO FORMAL PROCESS HAS BEEN IMPLEMENTED FOR DETERMINING THE COMPENSATION OF THESE INDIVIDUALS. FORM 990, PART VI, SECTION C, LINE 19 CRYSTAL CHARITY BALL'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST, WITH APPROVAL OF THE BALL CHAIRMAN. THE BY-LAWS ARE PUBLISHED EACH YEAR IN THE ORGANIZATION'S DIRECTORY, WHICH IS DISTRIBUTED TO ALL ACTIVE AND INACTIVE MEMBERS AND ALL PAST BALL CHAIRMEN. THE INFORMATION IN THE FORM 990 IS PUBLIC INFORMATION, AND IS AVAILABLE UPON REQUEST FROM THE CRYSTAL CHARITY BALL. FORM 990, PART VII, SECTION A, LINE 1A A BALL CHAIRMAN IS ELECTED EACH YEAR TO SERVE ON THE BOARD OF DIRECTORS. THE BALL CHAIRMAN FUNCTIONS AS THE CHIEF EXECUTIVE OFFICER AND RECEIVES NO SALARY OR BENEFITS SERVING IN THIS ROLE. ACCORDINGLY, BECAUSE NO SALARY IS PAID TO THIS INDIVIDUAL, THERE IS NO PROCESS FOR DETERMINING OFFICER SALARY.